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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,544 | $165,939-85.2% | $122,354-79.9% | $147,586-83.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 14.78% | 34.56%-19.8pp | 30.28%-15.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $672 | $5,754-88.3% | $4,051-83.4% | $4,876-86.2% |
| Participant deferral / active EE | $1,990 | $4,005-50.3% | $3,287-39.5% | $5,439-63.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |